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Artificial Intelligence

Artificial intelligence covers the companies building and selling machine intelligence — the chips that train and run models, the platforms that serve them, and the applications that put them in front of users. It is the widest technology theme on the market, and spans everything from silicon foundries to consumer software.

264 stocks

Agentic AI AI Inference Silicon AI Memory & HBM AI Software & Applications Chinese AI Sovereign AI

#	Name	Funds holding	Growth	Growth %	Fund value
1	1 Microsoft MSFT $3.96T	3,124	+4	+0.1%	$755B
2	2 Alphabet (Google) Class A GOOGL $4.25T	2,528	-50	-2%	$258B
3	3 Meta Platforms (Facebook) META $1.88T	2,424	+62	+3%	$354B
4	4 Alphabet (Google) Class C GOOG $4.2T	2,379	-39	-2%	$256B
5	5 IBM IBM $215B	1,950	-25	-1%	$71.3B
6	6 Oracle ORCL $396B	1,816	+12	+0.7%	$103B
7	7 Qualcomm QCOM $184B	1,498	+85	+6%	$73.6B
8	8 Alibaba BABA $277B	1,495	-4	-0.3%	$204B
9	9 Salesforce CRM $194B	1,379	-39	-3%	$99.4B
10	10 NVIDIA NVDA $5.34T	1,340	-22	-2%	$65.5B
11	11 Broadcom AVGO $1.65T	1,243	+19	+2%	$99.8B
12	12 Micron Technology MU $1.03T	883	-34	-4%	$33.3B
13	13 Lam Research LRCX $359B	841	-9	-1%	$24.6B
14	XLNX 14 DELISTED Xilinx Inc XLNX	840	-31	-4%	$25.5B
15	15 ServiceNow NOW $145B	779	+60	+8%	$47.5B
16	16 Hewlett Packard HPE $83.8B	761	-39	-5%	$17.4B
17	17 Advanced Micro Devices AMD $932B	688	+18	+3%	$21B
18	18 Baidu BIDU $27.9B	655	-143	-18%	$23.8B
19	19 Akamai AKAM $13.2B	591	+6	+1%	$11.7B
20	20 Dell DELL $323B	561	-39	-7%	$7.77B
21	21 Marvell Technology MRVL $220B	405	+9	+2%	$16.3B
22	NUAN 22 DELISTED Nuance Communications, Inc. NUAN	335	+9	+3%	$4.09B
23	23 Jabil JBL $30.8B	331	+13	+4%	$4.34B
24	24 DELISTED Verint Systems VRNT	295	+21	+8%	$3.54B
25	25 Genpact G $5.91B	294	+13	+5%	$6.99B